The copy/duplicate feature from the old app is no longer available as a standalone action in the current version. However, you can achieve the same result using the quote-to-invoice conversion workflow or by creating a new invoice with the same client and items.
To create a new invoice based on an existing one:
- Click Invoices in the left sidebar.
- Click New Invoice to start a new invoice.
- Select the same client.
- Add the same line items. If you have saved your items to the catalog, you can quickly search and select them from the item dropdown as you type.
- Use Add bundle if you have pre-configured bundles of items that match the work.
To convert a quote into an invoice:
If you have an approved quote, you can convert it directly into an invoice. This copies over the client, line items, and other details automatically. Open the quote and use the convert option to create an invoice from it.
On the Mobile App
The same approach applies on mobile:
- To create a new invoice with the same items, tap the + button, select Invoice, pick the same client, and add items from your catalog.
- To convert a quote to an invoice, open the quote from the Quotes tab, and use the convert option to create an invoice from it. The client, line items, and details carry over automatically.